AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

John Jay Pierrepont

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
Clean recordEQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
411 NW PARK AVE, PORTLAND, OR 97209CRD# 4391740Firm CRD# 182520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Jay Pierrepont · PORTLAND, OR
Registration
CRD #4391740 · EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Jay Pierrepont is a registered financial advisor based in PORTLAND, Oregon, affiliated with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4391740
Firm CRD# 182520
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Jay Pierrepont offer?
John Jay Pierrepont specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are John Jay Pierrepont's credentials?
John Jay Pierrepont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Jay Pierrepont located?
John Jay Pierrepont is based in PORTLAND, Oregon, working with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does John Jay Pierrepont charge for services?
John Jay Pierrepont's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC?
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC has approximately 36 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Theodore Donald Holt
PORTLAND, OR
David Yi-Ping Chen
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
PORTLAND, OR
William Coolidge Campbell
PORTLAND, OR

More Advisors in PORTLAND, Oregon

Joseph Isaac Mccann
ASYMMETRIC TECHNOLOGIES, LLC·PORTLAND, OR
Gabriella Alana Richard
BLUE WATER WEALTH, INC.·PORTLAND, OR
Adriana Ramos Courts
PREISZ ASSOCIATES, INC.·PORTLAND, OR
John Yao Liu
LAURELHURST ASSET MANAGEMENT LLC·PORTLAND, OR
Melinda L De Bruyne
BUMPED INVEST, LLC·PORTLAND, OR
Paul Christian Slivon
MONTIBUS CAPITAL MANAGEMENT LLC.·PORTLAND, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
LAKE OSWEGO (150)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)WEST LINN (11)GRANTS PASS (10)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile